Settings
How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.
36 articles
+2Written by Kelly Johnson, Christa Moody, Paul Dexter and 2 others
+2Labor Pricing Programs
Create customized sets of labor rates that you can apply to certain projects or clients.Written by Christa Moody. Updated over a week ago
Create Office Locations
How to create multiple office locations within your company.Written by Kelly Johnson. Updated over a week ago
How to Set a Shipping Method
Setting up default shipping methods for purchasingWritten by Christa Moody. Updated over a week ago
Office Level Pricing Programs and Factors
This article will discuss enhanced functionality for Office locations within your CompanyWritten by Kelly Johnson. Updated over a week ago
Labor Presets
Use labor preset tool to quickly add labor to item in your projects
Written by Brandon Clough. Updated over a week ago
Setting Up Purchasing/Selling Currencies
How to set your company's default purchasing and selling currenciesWritten by Christa Moody. Updated over a week ago
Adjusting Email Notifications
How to opt in/out of email notificationsWritten by Christa Moody. Updated over a week ago
How to Set Default Labor Units
Set which labor units open by default when editing line itemsWritten by Christa Moody. Updated over a week ago
Creating Service Packages
How to set up and edit service packagesWritten by Christa Moody. Updated over a week ago
Factors: Hours per Day of Labor
How to create a factor to add specific labor-type hours per days a labor category.Written by Brandon Clough. Updated over a week ago
How to Set your Currency
Setting your Main Company CurrencyWritten by Christa Moody. Updated over a week ago
